CallForge - 03 - Gong転写プロセッサーとSalesforceの強化

上級

これはSales, Product, AI分野の自動化ワークフローで、23個のノードを含みます。主にSet, Code, Merge, SplitOut, Aggregateなどのノードを使用、AI技術を活用したスマート自動化を実現。 CallForge - 03 - Gongの文字起こしプロセッサーとSalesforceのエンハンスメント

前提条件
  • Salesforce OAuth認証情報
  • ターゲットAPIの認証情報が必要な場合あり
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "meta": {
    "instanceId": "cb484ba7b742928a2048bf8829668bed5b5ad9787579adea888f05980292a4a7",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "e893e48c-1b69-413a-90d7-ad6ce5987e7c",
      "name": "ワークフロートリガー実行",
      "type": "n8n-nodes-base.executeWorkflowTrigger",
      "position": [
        -180,
        -60
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "1c42e95b-705d-43ae-91ce-1029334b9e9a",
      "name": "詳細通話データ取得",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        60,
        40
      ],
      "parameters": {
        "url": "https://api.gong.io/v2/calls/extensive",
        "options": {
          "fullResponse": true
        },
        "requestMethod": "POST",
        "authentication": "genericCredentialType",
        "jsonParameters": true,
        "genericAuthType": "httpHeaderAuth",
        "bodyParametersJson": "={\n  \"contentSelector\": {\n    \"context\": \"Extended\",\n    \"contextTiming\": [\"Now\", \"TimeOfCall\"],\n    \"exposedFields\": {\n      \"collaboration\": {\n        \"publicComments\": true\n      },\n      \"content\": {\n        \"pointsOfInterest\": true,\n        \"structure\": true,\n        \"topics\": true,\n        \"trackers\": true\n      },\n      \"interaction\": {\n        \"personInteractionStats\": true,\n        \"questions\": true,\n        \"speakers\": true,\n        \"video\": true\n      },\n      \"media\": false,\n      \"parties\": true\n    }\n  },\n  \"filter\": {\n    \"callIds\": [\"{{ $json['calldata[0].calls'].id }}\"]\n  }\n}"
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "Bz7PHFY0lgEhLsC0",
          "name": "Giulio Gong API"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "69c9ef1a-9ef4-4c3f-ab62-a5c9b2a10a4e",
      "name": "トランスクリプト取得",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        60,
        -140
      ],
      "parameters": {
        "url": "https://api.gong.io/v2/calls/transcript?callIds=1807130744801961509",
        "options": {
          "fullResponse": true
        },
        "requestMethod": "POST",
        "authentication": "genericCredentialType",
        "jsonParameters": true,
        "genericAuthType": "httpHeaderAuth",
        "bodyParametersJson": "={\"filter\":{\"callIds\":[\"{{ $json['calldata[0].calls'].id }}\"]}}"
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "Bz7PHFY0lgEhLsC0",
          "name": "Giulio Gong API"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "a9643d2c-6245-4c40-92ee-49eb667e3348",
      "name": "トランスクリプト文字列結合",
      "type": "n8n-nodes-base.set",
      "position": [
        260,
        -140
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "c9828e0c-fce4-487d-b5cb-bff625cb7c8e",
              "name": "Conversation",
              "type": "array",
              "value": "={{ $jmespath($json.body.callTranscripts, '[].transcript[].{\"speaker\": speakerId, \"text\": sentences[].text}') }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "ce7cce2a-95b2-4d74-865d-d1af028e16de",
      "name": "Notion データ分離",
      "type": "n8n-nodes-base.set",
      "position": [
        2720,
        -100
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "ee14c39a-1590-4262-b5ab-36640a6e3c31",
              "name": "metaData.CompanyName",
              "type": "string",
              "value": "={{ $json.sfOpp[0].Name }}"
            },
            {
              "id": "0d323985-076c-456f-bf4c-d9520b07f73d",
              "name": "Attendees.internal",
              "type": "array",
              "value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`Internal`].emailAddress') }}"
            },
            {
              "id": "ee040180-fce4-4d68-a406-26a88a383c14",
              "name": "metaData.title",
              "type": "string",
              "value": "={{ $json.gongData[0].metaData.title }}"
            },
            {
              "id": "dea503f9-d575-4804-bbe7-0dcf7d5fbea4",
              "name": "metaData.started",
              "type": "string",
              "value": "={{ $json.gongData[0].metaData.started }}"
            },
            {
              "id": "91fa2545-6a02-43e6-b893-4d3133540a5c",
              "name": "metaData.GongCallID",
              "type": "string",
              "value": "={{ $json.gongData[0].metaData.id }}"
            },
            {
              "id": "c0cbfa8b-40d1-4838-a375-88ea8eb85170",
              "name": "metaData.url",
              "type": "string",
              "value": "={{ $json.gongData[0].metaData.url }}"
            },
            {
              "id": "d10a0184-f17c-4fd6-aed5-72656e15f856",
              "name": "Conversation",
              "type": "string",
              "value": "={{ $json.gongData[0].conversationText }}"
            },
            {
              "id": "02eb0113-7e52-4931-bd10-3f2bee87d984",
              "name": "Attendees.external",
              "type": "array",
              "value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`External` || affiliation==`Unknown`].emailAddress') }}"
            },
            {
              "id": "c2183c7b-d552-4a16-bb08-c9ed247f8111",
              "name": "Attendees.externalNames",
              "type": "array",
              "value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`External` || affiliation==`Unknown`].name') }}"
            },
            {
              "id": "a232bd40-ae56-4c12-8b3f-9062d4880415",
              "name": "Attendees.internalNames",
              "type": "array",
              "value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`Internal`].name') }}"
            },
            {
              "id": "99f7143e-af6c-45d2-b3a1-c5169c6632eb",
              "name": "metaData.Integrations",
              "type": "string",
              "value": "={{ $('Execute Workflow Trigger').item.json['calldata[1].integrations'] }}"
            },
            {
              "id": "7fe14a89-5fda-4594-8b5a-6fbd8a519db9",
              "name": "metaData.Competitors",
              "type": "string",
              "value": "={{ $('Execute Workflow Trigger').item.json['calldata[2].competitors'] }}"
            },
            {
              "id": "29fb3dbe-071c-4b02-9dd9-afa4c3a4ad8f",
              "name": "metaData.domain",
              "type": "string",
              "value": "={{ \n  (() => {\n    // List of known free email domains\n    const freeEmailDomains = [\n      'gmail.com',\n      'yahoo.com',\n      'hotmail.com',\n      'outlook.com',\n      'aol.com',\n      'icloud.com',\n      'mail.com',\n      'yandex.com',\n      'protonmail.com'\n    ];\n\n    // Extract email addresses using JMESPath\n    const emailAddresses = $jmespath($json.gongData[0].parties, '[?affiliation==`External` || affiliation==`Unknown`].emailAddress');\n\n    // Function to extract the domain from an email address\n    const extractDomain = (email) => email.match(/@([\\w.-]+)/)?.[1];\n\n    // Filter out free email domains\n    const companyDomains = emailAddresses\n      .map(extractDomain)\n      .filter(domain => domain && !freeEmailDomains.includes(domain.toLowerCase()));\n\n    // Return the first non-free domain or \"Unknown\" if none are found\n    return companyDomains[0] || 'Unknown';\n  })()\n}}"
            },
            {
              "id": "b28eb61e-6052-4022-9d31-447dbf877982",
              "name": "sfOpp",
              "type": "array",
              "value": "={{ $json.sfOpp }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "38574bd1-82f3-4499-9369-9241e41b35d1",
      "name": "所属情報結合",
      "type": "n8n-nodes-base.code",
      "position": [
        740,
        -120
      ],
      "parameters": {
        "jsCode": "// Retrieve input data from all items\nconst inputData = $input.all();\nconst originalJson = inputData[0].json; // Get the original JSON data\nconst conversation = originalJson.Conversation;\nconst parties = originalJson.parties;\n\n// Create a mapping of speakerId to affiliation\nconst affiliationMap = {};\nparties.forEach(party => {\n  affiliationMap[party.speakerId] = party.affiliation;\n});\n\n// Replace speakerId with affiliation in the conversation data\nconst updatedConversation = conversation.map(entry => {\n  const affiliation = affiliationMap[entry.speaker] || 'Unknown'; // Fallback to 'Unknown' if not found\n  return {\n    ...entry,\n    speaker: affiliation, // Replace speakerId with affiliation\n  };\n});\n\n// Return the updated conversation along with the original JSON data\nreturn [{ json: { ...originalJson, updatedConversation } }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "15809205-cb1d-4d83-8c67-35ab486071b2",
      "name": "会話結合",
      "type": "n8n-nodes-base.code",
      "position": [
        940,
        -120
      ],
      "parameters": {
        "jsCode": "// Retrieve the original JSON data\nconst originalJson = $json;\nconst conversation = originalJson.updatedConversation;\n\n// Create an array to hold the formatted lines\nconst formattedLines = [];\n\n// Iterate over each entry in the conversation\nconversation.forEach(entry => {\n  const speaker = entry.speaker;\n  const texts = entry.text;\n\n  // Iterate over each text item and format it as \"speaker: text\"\n  texts.forEach(line => {\n    formattedLines.push(`${speaker}: ${line}`);\n  });\n});\n\n// Join the formatted lines with newline characters\nconst result = formattedLines.join('\\n');\n\n// Return the original JSON data along with the new conversationText field\nreturn [{ json: { ...originalJson, conversationText: result } }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "1ac9e862-ddf2-4cd5-9339-c69061182231",
      "name": "付箋5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -600,
        -500
      ],
      "parameters": {
        "width": 340,
        "height": 820,
        "content": "![Callforge](https://uploads.n8n.io/templates/callforgeshadow.png)\n## CallForge - The AI Gong Sales Call Processor\nCallForge allows you to extract important information for different departments from your Sales Gong Calls. \n\n### Transcript PreProcessor\nThis workflow preps the call transcripts to pass into the call processor. It starts by using the code node to separate the different speakers into either Internal or External speaker. It also pulls data from Salesforce to enrich the call data by pulling things such as company name. "
      },
      "typeVersion": 1
    },
    {
      "id": "7d8f99e2-13c7-4bf2-becc-c7b5c663028d",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -240,
        -340
      ],
      "parameters": {
        "color": 7,
        "width": 720,
        "height": 660,
        "content": "## Get Gong Transcript and Call Details\nThe transcript is to pass into the AI prompt, but needs to be transformed first. The Call details provide the Prompt with metadata."
      },
      "typeVersion": 1
    },
    {
      "id": "1454276d-46e6-40b2-9494-c9c380f3eaa1",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        500,
        -340
      ],
      "parameters": {
        "color": 7,
        "width": 580,
        "height": 660,
        "content": "## Format Call Transcript \nHere we join the call transcript together and then set the speaker as either Internal (for our sales team) or External (for our customers). "
      },
      "typeVersion": 1
    },
    {
      "id": "d7fa6f56-8234-4995-b559-4809095efcb4",
      "name": "付箋2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1100,
        -340
      ],
      "parameters": {
        "color": 7,
        "width": 1320,
        "height": 780,
        "content": "## Enrich Call Data\nHere we get the Pipedrive ID using the email domain and use that to search pipedrive for the customer. We also pass the domain into the People Data Labs api to get location data. "
      },
      "typeVersion": 1
    },
    {
      "id": "b5274357-4e45-4d8b-938d-b3c66f98c82f",
      "name": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2440,
        -340
      ],
      "parameters": {
        "color": 7,
        "width": 480,
        "height": 660,
        "content": "## Extract Final Data Blob\nHere we merge the final outputs and get rid of anything we don't need for the final AI prompt. "
      },
      "typeVersion": 1
    },
    {
      "id": "a940a941-f9e2-4449-895f-3268e2203a1e",
      "name": "SF商談データ抽出",
      "type": "n8n-nodes-base.set",
      "position": [
        1700,
        80
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "64f7f8ec-3c1c-4743-9e5b-6bb5d385e9d2",
              "name": "SFOppId",
              "type": "string",
              "value": "={{ $json.Id }}"
            },
            {
              "id": "85629904-617a-4a5f-87a3-72f2349cdf99",
              "name": "OppType",
              "type": "string",
              "value": "={{ $json.Type }}"
            },
            {
              "id": "f6ec091d-0784-4000-ad49-3bb6ece375ca",
              "name": "LeadSource",
              "type": "string",
              "value": "={{ $json.LeadSource }}"
            },
            {
              "id": "a3fd520e-3577-4c2d-a09a-ad3bc76e0bd7",
              "name": "IsClosed",
              "type": "boolean",
              "value": "={{ $json.IsClosed }}"
            },
            {
              "id": "8a1fac85-5f1b-4ab2-86ea-586df1e2af2b",
              "name": "IsWon",
              "type": "boolean",
              "value": "={{ $json.IsWon }}"
            },
            {
              "id": "0f86f2a2-94bb-412a-b831-974f2528fca3",
              "name": "sfStage",
              "type": "string",
              "value": "={{ $json.StageName }}"
            },
            {
              "id": "f455d38b-d48a-483c-b0d9-def9514741ef",
              "name": "companyAccountId",
              "type": "string",
              "value": "={{ $json.AccountId }}"
            },
            {
              "id": "1eb560db-3dd8-46cb-993d-0e370e25222f",
              "name": "usingn8n",
              "type": "string",
              "value": "={{ $json.n8n_experience__c }}"
            },
            {
              "id": "e1d251e3-40e5-4b63-bbc3-c45e503bb108",
              "name": "ForecastCategory",
              "type": "string",
              "value": "={{ $json.ForecastCategory }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "0b2b5078-96b5-423c-82d1-278f013ecdff",
      "name": "SF商談データ抽出1",
      "type": "n8n-nodes-base.set",
      "position": [
        1880,
        260
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "261c0f53-82d1-4deb-ae52-09ea342d0f88",
              "name": "Employees",
              "type": "string",
              "value": "={{ $json.Employees_Bucket__c }}"
            },
            {
              "id": "ca1c9890-4a7d-43c6-b7ad-bf1d522574a7",
              "name": "Name",
              "type": "string",
              "value": "={{ $json.Name }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "fec915a1-10ea-4be6-a15f-cea0ae837633",
      "name": "商談データ取得",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        1460,
        80
      ],
      "parameters": {
        "resource": "opportunity",
        "operation": "get",
        "opportunityId": "={{ $('Execute Workflow Trigger').item.json[\"calldata[0].calls\"].sfOpp }}"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "Ykybxuyh0jK0o3qH",
          "name": "Angel SF Creds v3"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "793127ea-d1c7-4f29-a536-c87ece9d6601",
      "name": "取引先データ取得",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        1700,
        260
      ],
      "parameters": {
        "resource": "account",
        "accountId": "={{ $json.AccountId }}",
        "operation": "get"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "Ykybxuyh0jK0o3qH",
          "name": "Angel SF Creds v3"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "249ef11d-47b3-415c-aac0-13437c1fd5c8",
      "name": "通話データ抽出",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        260,
        40
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "body.calls"
      },
      "typeVersion": 1
    },
    {
      "id": "a572d7e8-6613-4f46-8abf-9a254f22cfc1",
      "name": "通話・トランスクリプトデータ統合",
      "type": "n8n-nodes-base.merge",
      "position": [
        540,
        -120
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineByPosition"
      },
      "typeVersion": 3
    },
    {
      "id": "1bcbafc1-5ef5-43a4-af2a-9689888fc086",
      "name": "Gong通話トランスクリプト集約",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        1720,
        -120
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData",
        "destinationFieldName": "gongData"
      },
      "typeVersion": 1
    },
    {
      "id": "df307a52-512d-4397-8d22-a8a51a06fe21",
      "name": "外部参加者メール取得",
      "type": "n8n-nodes-base.set",
      "position": [
        1280,
        80
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "0a813814-2e7d-40e0-961f-ba59baf5ece5",
              "name": "externalAttendees",
              "type": "array",
              "value": "={{ $jmespath($json.parties, '[?affiliation==`External` || affiliation==`Unknown`].emailAddress') }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "a4c7450e-5ad6-4e2f-ab72-0f56ae1390c1",
      "name": "Salesforce 商談データ結合",
      "type": "n8n-nodes-base.merge",
      "position": [
        2060,
        100
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineByPosition"
      },
      "typeVersion": 3
    },
    {
      "id": "8c201ee7-16f7-4c05-8f6c-d3543c4445e0",
      "name": "Salesforce データ集約",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        2260,
        100
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData",
        "destinationFieldName": "sfOpp"
      },
      "typeVersion": 1
    },
    {
      "id": "735173b9-cec1-43b3-94c5-13dc368473dd",
      "name": "拡張トランスクリプトデータ統合",
      "type": "n8n-nodes-base.merge",
      "position": [
        2520,
        -100
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineByPosition"
      },
      "typeVersion": 3
    }
  ],
  "pinData": {},
  "connections": {
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よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

上級 - 営業, プロダクト, 人工知能

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

ワークフロー情報
難易度
上級
ノード数23
カテゴリー3
ノードタイプ9
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

作成者
Angel Menendez

Angel Menendez

@djangelic

Angel Menendez is a Staff Developer Advocate at n8n.io, specializing in low-code tools for cybersecurity workflows. From Puerto Rico, Angel's tech journey began by helping his father translate technical books. He later started a web development business and transitioned from a career as a flight attendant to cybersecurity engineering. His workflows have saved companies significant time. Outside work, Angel enjoys time with his two sons, riding electric bikes, reading, and exploring new places.

外部リンク
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カテゴリー

カテゴリー: 34